If you are anything like me, you've kept notes about Customers, Vendors, and Employees in QuickBooks for years - sometimes these notes were just little things like the name and extension of the really on the ball sales rep of your biggest vendor, the architect name and phone number for a job, or when an employee reached a specific milestone like change apprentice levels. These notes were clearly visible when we looked at the employee, vendor, customer or job record and helped us to see or find these little tidbits easily. New versions of QuickBooks still contain our notes - they just aren't readily available when we click on an employee, vendor, customer or job record. This post is about a QuickBooks tip on finding employee, vendor and customer notes after upgrading to a new version of QuickBooks. Continue reading
Big changes to the employee record, including convenient left navigation and the ability to actually see more items in the payroll info section - which means less mouse clicks and scrolling for you!
However, these changes also mean that you need to size QuickBooks differently on your monitor in order to be able to see everything. We'll show you side-by-side comparisons of each section of the employee record.
What do you think of these changes? Continue reading
A payroll tip that discusses the hazards of having one payroll wage item in the QuickBooks Employee Record multiple times - with each entry having a different rate of pay. Continue reading
Employee advance or loan repayments can be tracked as a QuickBooks payroll deduction automatically reducing the balance each time a paycheck is created. Continue reading
My employees can earn multiple rates of pay in one week (sometimes even in the same day) on the same or multiple jobs. How do I handle this in QuickBooks without always having to manually change the pay rate when I create their paychecks? Continue reading